Documents is your organization's shared file library. Open it from More > Documents.
The Document Workbench
The page combines the file list and its organization tools in one workbench:
- Summary counts show all documents, favorites, folders, and the current result count.
- All Documents, Favorites, entity documents, folders, and categories are available from the left filter rail.
- Search finds documents by name or description.
- The Sort menu includes name, upload date, category, and folder or entity ordering.
- Switch between Table and Gallery views and adjust table density when you need a compact list.
- Breadcrumbs show your current folder and let you move back through the folder hierarchy.
Select one or more files to move them to another folder in a single action.
Uploading and Organizing
Choose Upload Documents to add one or more files. You can set their category, destination folder, description, and related record before uploading. The related record connects a document to a pet, adopter, foster, volunteer, event, or other supported record so it also appears in that record's Documents area.
Choose New Folder to create a folder in your current location. Folders can be nested and color-coded. Categories provide a second, independent way to group files; a document can have both a folder and a category.
Working With a Document
From a document row or gallery card you can:
- Open a preview for supported formats.
- Mark or unmark it as a favorite.
- Download the original file.
- Edit its name, description, category, folder, or related record.
- Move it to another folder.
- Delete it when it is no longer needed.
Favorites are shared within the organization, so a file favorited by one team member appears in the Favorites view for other authorized users.
Permissions
Document access and editing depend on your role. Users with document-management access can upload files, create folders, edit metadata, move files, and delete documents. Other record pages may expose only the documents that a user's role allows them to view.
Continue to Managing Documents for file support, preview behavior, and organization details.